Spartan Planning & Wealth Management’s JPMorgan Chase JPM Stock Holding History

Spartan Planning & Wealth Management’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.38M	Buy	4,201 +1,189	+39%	+$369K	0.92%	26
2026 Q1	$886K	Sell	3,012 -3,247	-52%	-$985K	0.66%	25
2025 Q4	$2.02M	Buy	6,259 +795	+15%	+$246K	1.49%	15
2025 Q3	$1.72M	Buy	5,464 +8	+0.1%	+$2.38K	1.35%	19
2025 Q2	$1.58M	Sell	5,456 -82	-1%	-$20.9K	1.35%	17
2025 Q1	$1.36M	Sell	5,538 -189	-3%	-$48.2K	1.32%	20
2024 Q4	$1.37M	Buy	+5,727	New	+$1.33M	1.25%	22
2023 Q4	$643K	Buy	3,780 +2,722	+257%	+$413K	0.69%	26
2023 Q3	$153K	Buy	+1,058	New	+$159K	0.18%	68
2022 Q4	$236K	Buy	+1,758	New	+$223K	0.29%	53

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Spartan Planning & Wealth Management's JPM Position: Q2 2026 in Review

Spartan Planning & Wealth Management increased its JPMorgan Chase (JPM) stake by 39% in Q2 2026, buying an estimated $369K and bringing the position to 4,201 shares worth $1.38M. The position accounts for 0.92% of the portfolio, ranked #26.

Spartan Planning & Wealth Management first reported a position in JPM in Q4 2022 and has held it in 10 quarters since. The position peaked at $2.02M in Q4 2025. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Spartan Planning & Wealth Management held 4,201 shares of JPMorgan Chase worth $1.38M as of Q2 2026.
Spartan Planning & Wealth Management bought 1,189 JPMorgan Chase shares in Q2 2026, an estimated $369K.
JPMorgan Chase made up 0.92% of Spartan Planning & Wealth Management's portfolio in Q2 2026, its #26 holding.
Spartan Planning & Wealth Management first reported a position in JPMorgan Chase in Q4 2022 and has held it in 10 quarters since.
Spartan Planning & Wealth Management's JPMorgan Chase position peaked at $2.02M in Q4 2025.
5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Spartan Planning & Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.